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Primerica

395 hedge funds and large institutions have $6.56B invested in Primerica in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+28
Holders Change %
+7.63%
% of All Funds
5.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
65
Increased
107
Reduced
154
Closed
30
Calls
$864K
Puts
$2.16M
Net Calls
-$1.3M
Net Calls Change
-$3.24M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
351
Allworth Financial
California
$14.2K +$5.56K +27 +64%
GRP
352
Global Retirement Partners
California
$12.7K +$7.44K +34 +142%
C
353
Covestor
United Kingdom
$12K -$11.1K -52 -48%
NECFA
354
New England Capital Financial Advisors
Connecticut
$10.3K
AIM
355
Anchor Investment Management
South Carolina
$10.3K +$10.3K +50 New
PC
356
Promethos Capital
Massachusetts
$10.3K +$10.3K +50 New
PE
357
Point72 Europe
United Kingdom
$9.47K +$9.47K +46 New
APW
358
Acima Private Wealth
Virginia
$8.64K
SA
359
SRH Advisors
Kansas
$7.82K
JWA
360
JFS Wealth Advisors
Pennsylvania
$7.61K +$206 +1 +3%
IFAM
361
Institutional & Family Asset Management
Colorado
$7.41K
VF
362
VitalStone Financial
Texas
$7K +$4.53K +22 +183%
PS
363
Principal Securities
Iowa
$6.17K +$6.17K +30 New
BFEC
364
Benjamin F. Edwards & Company
Missouri
$6K +$6K +30 New
BWL
365
Bogart Wealth LLC
Virginia
$4.73K
CJ
366
Caitlin John
Michigan
$4.73K +$4.73K +23 New
PFBT
367
Parkside Financial Bank & Trust
Missouri
$4.12K -$1.65K -8 -29%
Mitsubishi UFJ Asset Management
368
Mitsubishi UFJ Asset Management
Japan
$3.91K
Jones Financial Companies
369
Jones Financial Companies
Missouri
$3.7K +$3.7K +18 New
OLVIG
370
Oliver Lagore Vanvalin Investment Group
Michigan
$3.5K
SIC
371
SJS Investment Consulting
Ohio
$3.09K
CAL
372
Capital Advisors Ltd
Ohio
$3K
Loomis, Sayles & Company
373
Loomis, Sayles & Company
Massachusetts
$3K +$882 +5 +42%
SAM
374
Smartleaf Asset Management
Massachusetts
$2.89K +$2.89K +16 New
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$2.88K